Surience Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Surience Private Wealth's XLU Position: Q2 2026 in Review
Surience Private Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 66% in Q2 2026, buying an estimated $329K and bringing the position to 18,285 shares worth $829K. The position accounts for 0.73% of the portfolio, ranked #33.
Surience Private Wealth first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Surience Private Wealth held 18,285 shares of State Street Utilities Select Sector SPDR ETF worth $829K as of Q2 2026.
- Surience Private Wealth bought 7,256 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $329K.
- State Street Utilities Select Sector SPDR ETF made up 0.73% of Surience Private Wealth's portfolio in Q2 2026, its #33 holding.
- Surience Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.